+100.4%
DINO vs WCC
+137.6%
-37.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.3% | +2.3% |
| 7D | +4.2% | +8.5% | -4.3% | +2.6% |
| 30D | +33.9% | -1.0% | +34.8% | +33.9% |
| 3M | +50.5% | +2.1% | +48.4% | +48.9% |
| 6M | +95.2% | +36.8% | +58.3% | +79.2% |
| YTD | +140.6% | +47.7% | +92.8% | +116.6% |
| 1Y | +119.0% | +66.5% | +52.4% | +90.0% |
| 3Y | +100.4% | +134.2% | -33.8% | +50.0% |
| All | +100.4% | +137.6% | -37.2% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling